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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,957 | $70,366-67.4% | $66,674-65.6% | $138,895-83.5% |
| Participation rate | 18.8% | 76.2%-57.4pp | 73.7%-54.9pp | 79.9%-61.2pp |
| Annual return | 31.51% | 386.41%-354.9pp | 321.24%-289.7pp | 145.39%-113.9pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $647 | $4,374-85.2% | $4,084-84.2% | $6,396-89.9% |
| Admin fee / account holder | $15,801 | $5,262+200.3% | $5,098+209.9% | $12,562+25.8% |